Contents of the Account Lookup Dialog Box

The Account lookup offers additional search options and the ability to select an account from the list.

Contents

Use the account lookup fields and options to enter advanced search criteria to find an account record that Vantagepoint uses in various types of computations and transactions, such as overhead allocations, labor postings, general ledger, and cash basis calculations.

You set up accounts in Settings > General Ledger > Chart of Accounts.

Field	Description
Search	Enter alphanumeric characters in this field to refine the list of accounts by account name or number that contain those characters.
Account Name	This field lists the name associated with the account.
Type	This column displays the account type. Valid options include Asset, Liability, Net Worth, Revenue, Reimbursable, Reimbursable Consultant, Direct, Direct Consultant, Indirect, and Other Charges. You can insert accounts of a different type within the ranges established on the standard Chart of Accounts. However, after an account is referenced in a transaction file or posted, you cannot modify the account type.
Account	This field lists the number for the account.
Select	Click this button to select an account from the lookup list.
Cancel	Click this button to cancel your changes.